Institutional Ownership First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$529,490
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
12,758
shares
|
$519,633
0.06% of portfolio
|
Q4 2024
Reduced 19.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,355
shares
|
$503,219
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,252
shares
|
$499,023
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,060
shares
|
$491,203
0.05% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,808
shares
|
$480,939
0.0% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
11,598
shares
|
$472,386
0.05% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,797
shares
|
$439,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
10,381
shares
|
$422,818
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
10,348
shares
|
$421,474
0.19% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,125
shares
|
$412,391
0.15% of portfolio
|
Q3 2023
Added 29.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$407,299
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,910
shares
|
$403,634
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,520
shares
|
$387,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,340
shares
|
$380,418
0.15% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
8,638
shares
|
$351,825
0.06% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,585
shares
|
$349,667
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,557
shares
|
$348,526
0.02% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
8,556
shares
|
$348,485
0.03% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,956
shares
|
$324,047
0.0% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
7,896
shares
|
$321,604
0.33% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,810
shares
|
$318,101
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
7,357
shares
|
$299,650
0.09% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
7,030
shares
|
$286,331
0.22% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,808
shares
|
$277,289
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|